Philadelphia Trust Company’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Philadelphia Trust Company’s Portfolio DGRW Stock Details DGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Hold	3,757	–	–	0.02%	201
2025 Q4	$336K	Hold	3,757	–	–	0.02%	200
2025 Q3	$334K	Hold	3,757	–	–	0.02%	194
2025 Q2	$315K	Hold	3,757	–	–	0.02%	195
2025 Q1	$300K	Hold	3,757	–	–	0.03%	203
2024 Q4	$304K	Buy	3,757 +459	+14%	+$38.4K	0.02%	199
2024 Q3	$274K	Buy	3,298 +458	+16%	+$36.7K	0.02%	209
2024 Q2	$222K	Hold	2,840	–	–	0.02%	209
2024 Q1	$216K	Buy	+2,840	New	+$207K	0.02%	215

Other funds holding DGRW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Philadelphia Trust Company's DGRW Position: Q1 2026 in Review

Philadelphia Trust Company held its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund (DGRW) position steady in Q1 2026 at 3,757 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #201.

Philadelphia Trust Company first reported a position in DGRW in Q1 2024 and has held it in 9 quarters since. The position peaked at $336K in Q4 2025. 769 funds tracked by Wall St. Rank hold DGRW as of Q1 2026.

Philadelphia Trust Company held 3,757 shares of WisdomTree Trust WisdomTree US Quality Dividend Growth Fund worth $330K as of Q1 2026.
Philadelphia Trust Company left its WisdomTree Trust WisdomTree US Quality Dividend Growth Fund share count unchanged in Q1 2026.
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund made up 0.02% of Philadelphia Trust Company's portfolio in Q1 2026, its #201 holding.
Philadelphia Trust Company first reported a position in WisdomTree Trust WisdomTree US Quality Dividend Growth Fund in Q1 2024 and has held it in 9 quarters since.
Philadelphia Trust Company's WisdomTree Trust WisdomTree US Quality Dividend Growth Fund position peaked at $336K in Q4 2025.
769 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree US Quality Dividend Growth Fund as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.